CRD: 124875
Eagle TAX Planning & Advisory Group.llc
$7.0M Total AUM
$7.0M Disc. AUM
-- 3Y CAGR
1 Employees
81 ADV. Clients
23 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-28-2003
- Office Locations
- 1
Office Locations
106-04, 101 AVE Ozone Park NY
About Eagle TAX Planning & Advisory Group.llc
Eagle Tax Planning & Advisory Group LLC is a fee-only financial planning and tax preparation firm serving retail households (“average Americans”) with integrated, goals-based planning across life transitions and retirement decisions. The firm’s investment approach centers on ETFs alongside high-quality fixed income and cash allocations. Custody relationships include Charles Schwab.
Team overview
-- AVG AGE
$7.0M AVG AUM / ADVISOR
$86.2K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
23yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
RAJENDRA PRASHAD
Financial Advisor, President
- CRD
- #4289263
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,980,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,980,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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